The company is highlighted as a key AI stock by analysts, with its CEO expecting its recent revenue growth trend to continue for years. It has formed a joint venture with Cisco and a Saudi AI firm to establish a major AI presence in Saudi Arabia by 2026. Its stock has soared 77.6% year-to-date, driven by surging AI chip demand, though it has recently pulled back. The overall US GPU market, a key sector for the company, is projected to grow massively from $19 billion to $136 billion by 2033.